Exempt Organizations

Members of the Firm have significant experience in the formation and on-going representation of tax exempt organizations throughout the Southeast. Clients include family foundations, corporate foundations, and a wide variety of public charities, including community foundations, university-related foundations, and religious organizations. Members of our Exempt Organization team have deep experience in a full range of tax-exempt services, including applications for recognition of tax-exempt status, change of exempt function, examinations and audits, relief for late-filed applications, operational non-compliance, drafting and updating governance documents, and both family foundation and public charity governance consulting services.

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